DISCRETIONARY PORTFOLIO MANAGEMENT

Discretionary Portfolio Management is designed for investors who would like an expert to oversee the management of their financial assets. Kardan discretionary portfolio management service offers investment solutions designed to meet our clients’ unique investment objectives, time horizon, and risk appetite. A private banker and a dedicated portfolio manager will set out an investment management strategy with clients. The portfolio manager will implement the strategy, monitor the investments on a daily basis in order to get the best of market changes according to stated objectives and keep clients regularly informed.
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Kardan Portfolios Return: Returns on Kardan's separately managed accounts since inception (Jan. 26th 2014) has been shown as below chart: (last update: 2019/03/20)

Our Operational Resources

In our approach to asset management we utilize several web based tools and resources such as www.bourseview.com, Rahavard Novin desktop application, Mofid Trader Technical Platform, Advanced Get software, . . . . In addition to such tools we combine our investment research reports in conjunction with technical analysis and flow of information in news service agencies. We have also developed an internal stock rating system based on equity valuation reports and its gap with market price which is also accessible through our web site under Research section.

Advantages of Portfolio Management

In general, the merits of services presented by portfolio management in order to manage assets and wealth have been classified as follows:

o Applying of knowledge and experience belonged to highly qualified human resource specialist in investing,

o Efficient management in the investment portfolio through using scientific instruments,

o Structural management of each investor's portfolio according to his level of risk appetite;

o Avoiding emotional behaviors by rational management of portfolio,

o Enacting policies to ensure avoidance of mismanagement and misuse of funds due to the multiplicity of regulations along with institutions,

o Management of excess cash by maintaining the degree of liquidity of the portfolios according to the needs of companies and individuals.

 

All businesses have access to an extensive pool of knowledge - whether this is their understanding of customers' needs and the business environment or the skills and experience of staff. The way a business gathers, shares and exploits this knowledge can be central to its ability to develop successfully. As a result, we need some methods to gather and utilize the desired knowledge. The important ones are as follows:

 *To Analyze financial and not financial historical data
*To Set and developing strategies
*To Monitor and analyzing market trends
*To Predict the future
*To Estimate companies' EPS
*To Value companies

Fundamental Analysis of companies in different industries especially in commodities in the least error and to predict their future EPS and finally their valuation based on the fact as well as allocation of fund and portfolios to different industries. 
In our approach to asset management we utilize several web based tools and resources such as www.bourseview.com, Rahavard Novin desktop application, Mofid Trader Technical Platform, Advanced Get software and the likes. In addition to such tools, we combine our investment research reports in conjunction with technical analysis and flow of information in news service agencies. Moreover, we have developed an internal stock rating system based on equity valuation reports and after that, its gap with market price which is also accessible through our web site under Research section, leads us to optimize the selection.

Types of financial assets

Types of securities or financial assets that will be chosen by portfolio manager in the interest of the customer as well as in accordance with the goals, principles and limits of each one in the exclusive portfolios:

o All securities listed in the Stock Market

o Bonds, Sukuk bonds, Mortgage Securities and the like which issued by the Central Bank of the Islamic Republic of Iran or the Securities and Exchange Organization,

o Certificates of deposit issued by banks or financial and credit institutions licensed by the Central Bank of the Islamic Republic of Iran.

Asset Management Fees

Asset manager’s revenue from services provided to customers is twofold. We charge our clients on a fixed rate and a floating rate. The fixed rate is an agreed upon rate on total assets under management and is calculated on daily basis. Our variable rate is receivable upon termination of contract and depends on asset manager’s excess return over an agreed upon benchmark which will be set with client beforehand in our contract.

Commercial relationships

Kardan portfolio management does not have an important commercial relationship with the others. (Such as an agreement with one or more brokers for trading securities in the name of customers through them.)


Income and benefits from portfolio management

There are no revenues except fixed and floating charge received from customers as it is explained above (Unlike some companies which receives discounts from brokerage according to trading’s fee of customers’ transactions).


The benefits resulted from portfolio management services to third parties

There are no revenues from presented portfolio management services to third parties.


Controlling conflicts of interest between portfolio management services and customers

As the majority of revenues related to portfolio management is derived from the identification of the performance-based fee, portfolio contracts are concluded in a way that the interests of the company and the investor lays in the same direction. It should be noted that in accordance with Article 14 of the Code of Conduct, if there is a conflict of interest between the company and the customer, Kardan Investment Bank would always undertake to prioritize the benefits of customers to all other stakeholders, and also some supervisory authorities would control this matter. Furthermore, if the portfolio manager or his employees are benefited from either selling or buying a stoke, portfolio company disclose it in accordance with article 27 of the portfolio instructions.






DISCLAIMER

Kardan will not be liable to you (whether under the law of contract, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website for any indirect, special or consequential loss; or for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data. These limitations of liability apply even if Kardan has been expressly advised of the potential loss.
All rights are reserved for KARDAN.

  

  

CONTACT US

Address: #114, Kaj Abadi st., Nelson Mandela Blv.

Tehran, Iran

Phone: (+98) 21 96621100

Email: info@kardan.ir

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